Author Archive
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Oct 30, 2025The 60/40 is a great starting point. -
Oct 24, 2025In a global world, there should be little difference where a futures contract is traded. -
Oct 14, 2025It there's not a good reason for the delinking, gold will mean revert. -
Sep 11, 2025Math can only get you so far. -
Aug 22, 2025If the safe haven effect falls there will be a search for alternatives. -
Jul 9, 2025An alternative to debt -
Jun 20, 2025Lender of last resort? -
Jun 19, 2025Do what we do, not what we say -
Apr 28, 2025Housing has created a lot of wealth we can't use. -
Mar 18, 2025When there is high uncertainty, there is more attention to the dynamic of the stock market which makes perfect sense. -
Feb 20, 2025How world trade has changed. -
Feb 5, 2025The inflation problem may not be solved. -
Jan 17, 2025The new Trump era raises uncertainty
